TritonPoint Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TritonPoint Wealth’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$293K	Hold	2,823	–	–	0.03%	238
2026 Q1	$273K	Buy	2,823 +20	+0.7%	+$2.07K	0.03%	229
2025 Q4	$290K	Buy	2,803 +143	+5%	+$14.6K	0.03%	222
2025 Q3	$264K	Sell	2,660 -420	-14%	-$41K	0.02%	306
2025 Q2	$289K	Sell	3,080 -696	-18%	-$61.1K	0.03%	288
2025 Q1	$332K	Hold	3,776	–	–	0.03%	262
2024 Q4	$350K	Sell	3,776 -492	-12%	-$47.4K	0.03%	251
2024 Q3	$413K	Buy	4,268 +691	+19%	+$63.2K	0.04%	230
2024 Q2	$310K	Sell	3,577 -1,021	-22%	-$88.7K	0.03%	252
2024 Q1	$287K	Buy	4,598 +1,220	+36%	+$105K	0.03%	264
2023 Q4	$287K	Buy	+3,378	New	+$262K	0.03%	271

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TritonPoint Wealth's MOAT Position: Q2 2026 in Review

TritonPoint Wealth held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,823 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #238.

TritonPoint Wealth first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $413K in Q3 2024. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

TritonPoint Wealth held 2,823 shares of VanEck Morningstar Wide Moat ETF worth $293K as of Q2 2026.
TritonPoint Wealth left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #238 holding.
TritonPoint Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's VanEck Morningstar Wide Moat ETF position peaked at $413K in Q3 2024.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.